So yeah, weight reduction on EVs is great.
I think people are overlooking that the announcement is for a performance motor meant for the performance market at the moment because that is what the backers of YASA are most interested in because it has the highest margins and prestige. Also not mentioned is the efficiency from the simpler production line.
My impression from what I know is we are looking at an impact equivalent to direct injection engines; not revolutionary, but a major advancement of one component that has significant and consequential effects.
That's why a modern Camry makes almost 200 HP
Suppose we have a motor that weighs half as much, but produces double the output power, but consumes 4x the input power (so, it is half as efficient).
How would that lead to a smaller battery?
Wouldn't we need the component to use less power if we wanted to shrink the battery, rather than just weigh less?
Tesla (I know) claimed a 30kg (?) weight loss on their Cybertruck (I know) just from moving their 12V systems to 48V, allowing for lighter cables at lower currents. Not all such potential is untapped, and my hunch is that there is more to be had with structural battery integration, battery cooling, and high voltage wiring.
For light weight vehicles on the other hand, it might be.